December 2020
Strategy
What the illuminati don’t want you to know

Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…

Strategy
2020 Hindsight

We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...

Strategy
What the Dickens!

A festive collection of forecasts, theories, and other harmless fictions from our analysts...

News
Flash Update: Oakley Capital Investments

OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...

Fund Research
BMO Capital & Income

Having increased its dividend every year since 1992, BCI retains substantial revenue reserves…

Fund Research
BlackRock Throgmorton Trust

Blackrock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...

Fund Research
BlackRock Greater Europe

BRGE offers a bottom-up European equity portfolio and a strong track record…

Fund Research
JPMorgan Smaller Companies

One of the strongest performing trusts in 2019, we look at JMI and the portfolios continued outperformance of the benchmark and peers…

News
Results analysis: BlackRock Frontiers

BlackRock Frontiers has seen a dramatic improvement in performance since its year end, and the managers are excited about the outlook…

Fund Research
Honeycomb Investment Trust

HONY aims for an 8% yield from asset-backed lending and has so far weathered the pandemic well…

Fund Research
Miton Global Opportunities

Investing in a diverse array of other trusts, MIGO seeks to build a portfolio with significant embedded value...

Strategy
My haven’t you grown!

How sustainability has gone from zero to hero in 2020…

Fund Research
Witan

Witan has bounced back from Q1 2020, making the 7.6% discount potentially attractive…

Fund Research
PRS REIT

PRSR offers an alternative way to gain investment exposure to the supply constrained UK housing market…

Fund Research
Allianz Technology

ATT offers a unique portfolio of technology stocks, performing strongly during COVID-19…

News
Results analysis: Jupiter Green

The team behind the newly revamped Jupiter Green believe the COVID crisis has sharpened the focus on sustainability, creating a multi-decade opportunity for companies in the portfolio…

News
Flash update: NB Private Equity Partners

Significant realisation should prompt investors to take another look at the discount to NAV...

Features
Lots of uncertainty, but an abundance of investment opportunities

Dan Whitestone rationalises the financial performance of individual companies during the pandemic and how this has affected BlackRock Throgmorton Trust plc...

Fund Research
US Solar Fund

USF’s portfolio is now fully operational and the trust is on track to commence the targeted 5.5 cent dividend in 2021…

Fund Research
BlackRock Latin American

BRLA invests in Latin America, which has historically seen strong returns in global recovery periods…

Fund Research
TRIG - Renewables Infrastructure Group

TRIG’s diversified income and strong ESG credentials justify its premium rating…

News
Results analysis: Majedie Investments plc

We examine the potential for MAJE if sentiment toward the UK improves in 2021…

Strategy
A bumper harvest?

Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?

Fund Research
Aberdeen Smaller Companies Income

Aberdeen Smaller Companies Income (ASCI) has generated outperformance since the change of strategy and currently offers a 2.8% yield…

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.